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Professional Client

Professional Client

An investor that is able to meet several regulatory criteria.

An investor that is able to meet several regulatory criteria.

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Bed & ISA

Understand what Bed and ISA is and how it works
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American Depository Receipts (ADRs)

Tradeable assets that let Americans invest in overseas stocks using US laws and dollars.
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Money laundering

A method of moving money obtained illicitly through the financial system so it can be used legally.
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Know Your Customer (KYC)

A legal requirement for financial firms to understand exactly who their customers are. Used to prevent money laundering and terrorist financing.
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Rate of Return

Profit on an investment, expressed as a percentage of the investment.
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Dividends

Find out what dividends are and how they can contribute to the growth of your investment portfolio.
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Arithmetic Mean

The sum of a set of numbers added together and then divided by the total amount of numbers in that set.
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Limit order

Learn what a limit order is and how to use it to make the most of your portfolio.
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Capital

Learn what financial capital means
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